HERITAGE WEALTH ADVISORS Information

919 E MAIN STREET, RICHMOND, Virginia, 23219, (804) 643-4080

Report Date: 12/31/2014

Position Statistics

Total Positions 94
New Positions 23
Increased Positions 68
Decreased Positions 11
Positions with Activity 79
Sold Out Positions 1
Total Mkt Value (in $ millions) 116

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.31%
Capital Goods 0.44%
Conglomerates
Consumer Cyclical 1.84%
Consumer/Non-Cyclical 13.06%
Energy 9.37%
Financial 56.27%
Healthcare 4.41%
Services 3.62%
Technology 3.13%
Transportation 1.12%
Utilities 6.45%

94 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
COMCAST CORP NEW CL A 457 457 New 7,883
MONDELEZ INTL INC CL A 1,124 73 6.90 29,327
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 238 New 4,460
UNITED PARCEL SERVICE INC CL B 335 New 3,350
BERKSHIRE HATHAWAY INC DEL CL B NEW 1,146 278 32.06 7,929
ABBOTT LABS COM 356 356 New 7,600
ABBVIE INC COM 364 364 New 5,700
AIR PRODS & CHEMS INC COM 356 New 2,450
ALTRIA GROUP INC COM 3,698 80 2.22 73,447
AMERICAN EXPRESS CO COM 222 23 11.75 2,854
AMERISOURCEBERGEN CORP COM 516 516 New 4,500
AMGEN INC COM 561 New 3,520
APPLE INC COM 614 -89 (12.68) 4,883
ARCHER DANIELS MIDLAND CO COM 283 283 New 5,625
AUTOMATIC DATA PROCESSING INC COM 211 New 2,470
BANK AMER CORP COM 396 116 41.64 24,198
BANK NEW YORK MELLON CORP COM 277 277 New 6,450
BAXTER INTL INC COM 239 239 New 3,425
BB&T CORP COM 501 201 66.91 12,847
BECTON DICKINSON & CO COM 334 334 New 2,350


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